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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,504 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,500 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $10,946 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,486 | $37,196-58.4% | $154,108-90.0% | $55,725-72.2% |
| Participation rate | 88.5% | 64.1%+24.4pp | 83.0%+5.5pp | 70.9%+17.7pp |
| Annual return | -7.42% | 1319.68%-1327.1pp | 735.21%-742.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,538 | $1,614-4.7% | $5,298-71.0% | $2,078-26.0% |
| Participant deferral / active EE | $1,161 | $2,068-43.9% | $5,081-77.2% | $3,356-65.4% |
| Admin fee / account holder | $62 | $102-38.9% | $13,411-99.5% | $115-46.1% |